Can Pega Knowledge Buddy be implemented for an On-prem application without any data going out of the bank system

General
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Can Pega Knowledge Buddy be implemented for an On-prem application without any data going out of the bank system? If Yes then what are steps?

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@Rahul Ranjan if you do a key word search on PSC you should be able to find the documentation which explains how Knowledge Buddy works.

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Implementation Possibility

While Knowledge Buddy is primarily a Pega Cloud 3 offering, on-premises customers can still leverage its capabilities through a hybrid approach that maintains data security. The bank can request a cloud instance of Knowledge Buddy from the Pega Cloud team and then establish secure connections between their on-premises application and this cloud instance.

Implementation Steps

Here’s a step-by-step approach for implementing Knowledge Buddy for a bank with strict data privacy requirements:

  1. Request a Cloud Instance: The bank needs to request a cloud installation of Knowledge Buddy from the Pega Cloud operations team.
  2. Create an Implementation Application: Develop an implementation application specifically for Knowledge Buddy that aligns with the bank’s security requirements.
  3. Set Up Connection Method: There are two primary methods to connect the on-premises application to the Knowledge Buddy cloud instance:
    • Using the KnowledgeBuddyGadget application component, which includes built-in Data Pages that facilitate secure data transfer
    • Using Knowledge Buddy REST APIs with proper authentication (OAuth 2.0 is the default)
  4. Configure Security Controls: Implement the robust security features available in Knowledge Buddy:
    • Role-based security at multiple levels (articles, data sources, data chunks)
    • Access roles to control who can create, view, and use data sources
    • Proper authentication methods for API connections
  5. Data Source Configuration: Carefully configure data sources to ensure only authorized data is ingested into Knowledge Buddy, maintaining control over what information is shared.
  6. Testing and Validation: Thoroughly test the implementation to ensure no sensitive data leaves the bank’s system and all security controls are functioning as expected.

Security Considerations

For a bank implementation, these additional security measures are particularly important:

  • Data Ingestion Control: The bank can precisely control what data is ingested into Knowledge Buddy, ensuring sensitive information remains protected.
  • Access Management: Implement strict role-based access controls to ensure only authorized personnel can access specific information.
  • Regular Security Audits: Establish a process for regular security audits to verify that data privacy requirements continue to be met.
  • Customized Data Flow: Configure the connection to ensure that queries can be processed without sensitive data leaving the bank’s system.

This approach allows the bank to benefit from Knowledge Buddy’s AI-powered capabilities while maintaining strict control over their data and ensuring compliance with financial industry regulations.

  1. Pega Knowledge Buddy Implementation Guide
    • This comprehensive guide provided the foundation for understanding the hybrid deployment approach and implementation steps for Knowledge Buddy.
  2. Getting started with Knowledge Buddy
    • This resource explains how on-premises customers can obtain Knowledge Buddy through a cloud instance and connect to it using the KnowledgeBuddyGadget or REST APIs.
  3. Security features in Knowledge Buddy
    • This documentation details the security controls available in Knowledge Buddy, including role-based security at multiple levels (articles, data sources, data chunks) which is critical for banking implementations.
  4. KnowledgeBuddyGadget application component
    • This explains how the gadget facilitates secure data transfer through built-in Data Pages.
  5. Connectivity for Pega Cloud
    • This resource outlines connectivity options for hybrid deployments, which is relevant for connecting on-premises applications to cloud-based Knowledge Buddy.
  6. Using Pega GenAI securely in Pega Cloud
    • This covers security considerations for GenAI applications like Knowledge Buddy, particularly important for financial institutions.